Original filing (PDF)20250416220913NAL0000452720011

KELLETT SCHAFFNER WEALTH ADVISORS, LLC

Name: KELLETT SCHAFFNER WEALTH ADVISORS, LLC — KELLETT SCHAFFNER WEALTH ADVISORS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: KELLETT SCHAFFNER WEALTH ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

KELLETT SCHAFFNER WEALTH ADVISORS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLETT SCHAFFNER WEALTH ADVISORS, LLC.

Plan sponsor

Name

KELLETT SCHAFFNER WEALTH ADVISORS, LLC

EIN

46-1665391all filings

Address

8944 BLUE ASH ROAD · CINCINNATI, OH · 452427810

Phone

(513) 554-1472

Industry

Finance & Insurancesee all

Plan administrator